Pyramid eXpeditor for Treasury Management Onboarding

Data Collection

Parallel Processing

Electronic Signatures

Streamline your onboarding process.

Regardless if you define onboarding as welcoming a new client, adding products to an existing client’s profile or simply “maintaining” a client’s services, the onboarding process is complex.

Pyramid eXpeditor (PX) for Treasury Management Onboarding integrates with your existing CRM to streamline and accelerate the onboarding process, from the back-office to the retail office, for both employees and clients.

By leveragingenterprise content management methodologies, banks are able to process and maintain client information in a case structure. This case structure gives managers, users and executives across the enterprise visibility and insight into production information and onboarding timelines that many institutions lack.

PX for Treasury Management Onboarding will help you quickly identify KPIs to forecast workloads and project pipelines, identify bottlenecks, benchmark accuracy and timeliness of onboarding instances, and more.

Data Collection

Instead of requiring multiple paper forms for each product you have, PX for Treasury Management Onboarding uses integrated smart forms that pre-populate a client’s known information. This eliminates the need to capture information twice, reduces human errors, prevents pestering the client, and keeps your system up-to-date.

Parallel Processing

Many systems perform tasks in a linear processing method. This means when you want to run a credit check, for example, you can’t complete step four unless you completed steps one through three, even if step four is independent of the preceding steps.

PX for Treasury Management Onboarding operates with parallel processing so users can complete tasks simultaneously, not step-by-step. By eliminating serial processing, clients can leverage their products sooner and you can start billing sooner.

Electronic Signatures

Wet signatures slow the onboarding process down by days and potentially even weeks. PX for Treasury Management Onboarding automatically generates documents and contracts with e-signature fields embedded in them.

This gives clients the ability to quickly sign documents anywhere in the world, on any mobile device. In partnership witheSignLive, our treasury management solution enables financial institutions to focus on clients, instead of chasing after signatures.

Additional Resources

Do you remember actually going to your bank branch to open a checking account? Today, consumers can open accounts on the subway, their couch and sometimes even on their toilets. Who would’ve known that in a short 10-year period technology would change the way an industry operates and interacts with customers.

A new client jumping ship during onboarding is every bank’s nightmare. Studies show that clients abandon an onboarding process because it’s too long or cumbersome. When this happens, you waste valuable resources and lose an invaluable customer. Avoid client abandonment with these five essential tools and tactics.

“We are embracing technological innovation and making banking even easier for our customers. And we are developing a new generation of bankers equipped with the knowledge, skills and integrity to take us into an even brighter future.”